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JOURNEY STRATEGIC WEALTH LLC: IBM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of JOURNEY STRATEGIC WEALTH LLC on IBM, newest first. How the timeline and the estimate are built.

JOURNEY STRATEGIC WEALTH LLC held 18,118 IBM shares at 2026-03-31 per its 13F-HR filed 2026-04-15.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 18,118 shares
    Change vs previous 13F -1,064 shares

    0.11% of the 13F portfolio, value $4,391,557.

    13F-HR 0001909316-26-000003 filed by JOURNEY STRATEGIC WEALTH LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2025-12-31
    13F 19,182 shares
    Change vs previous 13F +668 shares

    0.15% of the 13F portfolio, value $5,681,822.

    13F-HR 0001909316-26-000001 filed by JOURNEY STRATEGIC WEALTH LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-09-30
    13F 18,514 shares
    Change vs previous 13F -127 shares

    0.15% of the 13F portfolio, value $5,223,700.

    13F-HR 0001909316-25-000007 filed by JOURNEY STRATEGIC WEALTH LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-06-30
    13F 18,641 shares
    Change vs previous 13F +2,970 shares

    0.18% of the 13F portfolio, value $5,494,745.

    13F-HR 0001909316-25-000005 filed by JOURNEY STRATEGIC WEALTH LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-03-31
    13F 15,671 shares
    Change vs previous 13F +5,782 shares

    0.14% of the 13F portfolio, value $3,896,809.

    13F-HR 0001909316-25-000003 filed by JOURNEY STRATEGIC WEALTH LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2024-12-31
    13F 9,889 shares
    Change vs previous 13F +2,967 shares

    0.08% of the 13F portfolio, value $2,173,819.

    13F-HR 0001909316-25-000001 filed by JOURNEY STRATEGIC WEALTH LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-09-30
    13F 6,922 shares
    Change vs previous 13F +1,513 shares

    0.06% of the 13F portfolio, value $1,530,236.

    13F-HR 0001909316-24-000006 filed by JOURNEY STRATEGIC WEALTH LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-06-30
    13F 5,409 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $935,470.

    13F-HR 0001909316-24-000002 filed by JOURNEY STRATEGIC WEALTH LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).